Capital Asset Advisory Services’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-577	Closed	-$229K	–	324
2024 Q1	$229K	Buy	577 +37	+7%	+$14.5K	0.01%	290
2023 Q4	$215K	Sell	540 -169	-24%	-$59.2K	0.01%	287
2023 Q3	$249K	Sell	709 -157	-18%	-$57.1K	0.02%	270
2023 Q2	$315K	Sell	866 -112	-11%	-$38.3K	0.02%	249
2023 Q1	$335K	Buy	978 +5	+0.5%	+$1.77K	0.02%	239
2022 Q4	$322K	Sell	973 -1,091	-53%	-$346K	0.03%	257
2022 Q3	$657K	Sell	2,064 -811	-28%	-$289K	0.09%	136
2022 Q2	$1.01M	Buy	2,875 +82	+3%	+$32.5K	0.11%	127
2022 Q1	$1.18M	Buy	2,793 +403	+17%	+$188K	0.13%	112
2021 Q4	$1.35M	Buy	2,390 +99	+4%	+$51.9K	0.14%	97
2021 Q3	$995K	Buy	2,291 +23	+1%	+$10.9K	0.11%	131
2021 Q2	$1.04M	Buy	2,268 +254	+13%	+$107K	0.11%	126
2021 Q1	$695K	Buy	2,014 +314	+18%	+$109K	0.1%	183
2020 Q4	$633K	Buy	1,700 +200	+13%	+$69.8K	0.11%	157
2020 Q3	$502K	Sell	1,500 -81	-5%	-$25.1K	0.11%	159
2020 Q2	$500K	Buy	1,581 +41	+3%	+$9.49K	0.11%	168
2020 Q1	$333K	Buy	1,540 +30	+2%	+$6.39K	0.09%	202
2019 Q4	$346K	Buy	+1,510	New	+$312K	0.08%	239